HWM

Horizons Wealth Management Portfolio holdings

AUM $146M
1-Year Est. Return 6.3%
This Quarter Est. Return
1 Year Est. Return
+6.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$11.2M
3
+$11M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$10.3M
5
VB icon
Vanguard Small-Cap ETF
VB
+$9.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 0.62%
2 Financials 0.55%
3 Utilities 0.15%
4 Consumer Staples 0.14%
5 Consumer Discretionary 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3K ﹤0.01%
+29
152
$3K ﹤0.01%
+42
153
$3K ﹤0.01%
+442
154
$3K ﹤0.01%
+20
155
$3K ﹤0.01%
+28
156
$3K ﹤0.01%
+22
157
$3K ﹤0.01%
+4
158
$2K ﹤0.01%
+34
159
$1K ﹤0.01%
+71
160
$1K ﹤0.01%
+10
161
$1K ﹤0.01%
+45
162
$1K ﹤0.01%
+6
163
$1K ﹤0.01%
+40
164
$1K ﹤0.01%
+24
165
$1K ﹤0.01%
+5
166
$0 ﹤0.01%
+5
3 4 5 6
7